Steven R. Conkin
Professional summary
Steven Ross Conkin, CFP®, ChFC®, who also goes by Steve R Conkin, Steve Ross Conkin, Steve Conkin, is a registered financial advisor currently at CONKIN FINANCIAL GROUP, INC. located in Edmond, Oklahoma.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Steven has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Ross Conkin's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
November 27, 2023 - Present
CONKIN FINANCIAL GROUP, INC.
Office #1: 1616 E. 19th St. Suite 403, Edmond, OK 73013October 12, 2017 - December 4, 2023
WOODBURY FINANCIAL SERVICES, INC.
October 12, 2017 - December 4, 2023
WOODBURY FINANCIAL SERVICES, INC.
March 18, 2011 - October 12, 2017
VOYA FINANCIAL ADVISORS, INC.
January 24, 2011 - October 12, 2017
VOYA FINANCIAL ADVISORS, INC.
November 15, 2006 - January 14, 2011
EMPOWER ADVISORY GROUP, LLC
March 8, 2000 - October 2, 2006
VOYA FINANCIAL ADVISORS, INC.
November 9, 1999 - October 2, 2006
VOYA FINANCIAL ADVISORS, INC.
July 23, 1999 - August 23, 1999
VOYA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/12/2024)
(11/27/2023)
(11/30/2023)
Exams
Current Firm
CONKIN FINANCIAL GROUP, INC.
CRD#: 328254 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 216 |
| AUM (Assets Under Management) | $ 47,301,529 |
Red Flags
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